Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.608 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 49103.4 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45041.86 Kr¶
PnL: ---------------------------------------> -14.14 Kr¶
DD now: ---------------------------------> -7.562 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-05 14:58:42.866867'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.050000 | 1666.800000 | 197.800000 | 13.460000 | 1468.999998 |
| Orrön Energy | 180 | -1.960000 | 2159.100000 | 116.100000 | 5.680000 | 2043.000000 |
| Atrium Ljungberg B | 5 | -0.200000 | 993.000000 | 58.000000 | 6.200000 | 935.000000 |
| Sagax B | 4 | 0.530000 | 902.000000 | 48.000000 | 5.620000 | 854.000000 |
| Sagax A | 4 | 0.000000 | 896.000000 | 42.000000 | 4.920000 | 854.000000 |
| Hoist Finance | 35 | 0.170000 | 1018.500000 | 38.500000 | 3.930000 | 980.000000 |
| Catena | 2 | -1.000000 | 830.400000 | 38.400000 | 4.850000 | 792.000000 |
| Hexatronic Group | 12 | -0.310000 | 998.640000 | 31.640000 | 3.270000 | 966.999996 |
| JM | 6 | -1.200000 | 891.600000 | 27.600000 | 3.190000 | 864.000000 |
| Platzer Fastigheter Holding B | 12 | -3.530000 | 984.000000 | 23.000000 | 2.390000 | 960.999996 |
| Sedana Medical | 93 | -4.680000 | 2537.040000 | 16.040000 | 0.640000 | 2521.000011 |
| OX2 | 13 | 1.020000 | 964.600000 | 14.600000 | 1.540000 | 949.999999 |
| Bilia A | 8 | -0.520000 | 911.200000 | 11.200000 | 1.240000 | 900.000000 |
| Biotage | 7 | -0.660000 | 951.300000 | 10.300000 | 1.090000 | 940.999997 |
| Gränges | 9 | -0.860000 | 934.200000 | 6.200000 | 0.670000 | 927.999999 |
| HEXPOL B | 9 | -0.180000 | 1026.000000 | 5.000000 | 0.490000 | 1020.999996 |
| VEF | 909 | -2.950000 | 1852.540000 | 2.540000 | 0.140000 | 1850.000436 |
| AcadeMedia | 8 | -1.480000 | 400.400000 | -1.600000 | -0.400000 | 402.000000 |
| BioGaia B | 8 | -2.360000 | 928.000000 | -2.000000 | -0.220000 | 930.000000 |
| Byggmax Group | 33 | -2.710000 | 947.100000 | -8.900000 | -0.930000 | 956.000001 |
| Clas Ohlson B | 12 | -2.070000 | 963.600000 | -9.400000 | -0.970000 | 972.999996 |
| ASSA ABLOY B | 3 | -1.730000 | 766.200000 | -12.800000 | -1.640000 | 779.000001 |
| EQT | 4 | -2.340000 | 816.800000 | -15.200000 | -1.830000 | 832.000000 |
| Creaspac SPAC | 39 | -0.110000 | 3693.300000 | -24.700000 | -0.660000 | 3717.999987 |
| Nordic Waterproofing Holding | 7 | -1.170000 | 942.200000 | -24.800000 | -2.560000 | 966.999999 |
| Alimak Group | 11 | -1.920000 | 900.900000 | -27.100000 | -2.920000 | 927.999996 |
| SKF B | 5 | -1.420000 | 905.250000 | -34.750000 | -3.700000 | 940.000000 |
| Addnode Group B | 11 | -1.890000 | 884.950000 | -36.050000 | -3.910000 | 921.000003 |
| INVISIO | 16 | 0.880000 | 3648.000000 | -41.000000 | -1.110000 | 3689.000000 |
| Indutrade | 5 | -1.300000 | 1174.500000 | -43.500000 | -3.570000 | 1218.000000 |
| Latour B | 4 | -0.740000 | 810.000000 | -47.000000 | -5.480000 | 857.000000 |
| Bufab | 3 | -1.090000 | 1039.200000 | -69.800000 | -6.290000 | 1109.000001 |
| Vitec Software Group B | 2 | -4.250000 | 1014.000000 | -73.000000 | -6.720000 | 1087.000000 |
| BHG Group | 97 | -1.540000 | 1359.940000 | -99.060000 | -6.790000 | 1458.999989 |
| Hexagon B | 26 | -2.990000 | 3330.600000 | -130.400000 | -3.770000 | 3461.000010 |
| TOTAL | 45041.860000 | -14.140000 | -7.56198% | 45056.000411 |
Updated:¶
'2023-07-05 14:58:59.578068'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
